Join thousands of other financial advisors who are using our tools and training system.
No contract required; 30-day money-back guarantee.
Want to test drive the tools for 14 days? Start a free trial
Are you a past member? Restart your subscription
Every Plan Includes:
Software Features
- Unlimited Contacts, Case Files, Reports
- Personalized Branding Options
- Client Communication Profile Portal
- Custom Presentation Builder
- Contact Activity Tracker
- Illustation Import Capabilities
- USA and Canada Compatible
- Software and Browser Versions
- Windows, macOS, IOS, & Android
Presentation Modules
- Personal Economic Model
- 3 Types of Money
- Impact of Taxes
- Market History
- Private Reserve Strategy
- Mortgage Planning
- Income Game
- History of Inflation
- 10 Minute Lesson on Life Insurance
- Allocation Mix
- Annuity Overview
- Reverse Mortgages
- Estate Planning
Financial Calulators
- Retirement Ready or Not
- Spending Game
- Account Comparison
- Social Security
- Sequence of Returns
- Opportunity Cost
- Life Expectancy
- Wealth & Income Potential
- Life Insurance Needs Analysis
- True Cost of Financing
Resources
- 10 Step Client Process Guide
- Done For You Marketing Videos
- Presentation Scripts
- Door Opener Conversation Starters
- 4 Questions Flyer
- Sample Document Library
Training & Support
- Weekly Basic Training Webinars
- On-Demand Tutorials
- Roundtable & Case Study Webinars
- Phone and Email Support
- Dedicated In-House Support Team
Common Questions
Can multiple users share a subscription?
Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription. For teams of 5+, we do offer group plans (details).
What are the Circle of Wealth® system requirements?
The software runs on Window, macOS, iOS, Android, the Internet and most mobile operating systems with data synced via our cloud server.
What are the subscription fees?
We offer $119 Monthly and $1,199 Annual plans — new subscriptions have a one-time $500 startup cost.
What is your cancellation policy?
Yes, simply contact our support team to request a cancellation. If you are within the first 30 days of your initial purchase, we will issue a full refund. After 30 days there are no refunds.
Do you offer discounts?
Yes, if you pay annually the cost is discounted $229 per year.
Will I be automatically charged when my trial is up?
No, a credit card is not required to start a free trial.
What if I have more questions?
Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.